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OSAIC HOLDINGS, INC.: MUFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on MUFG, newest first. How the timeline and the estimate are built.

OSAIC HOLDINGS, INC. held 117,614 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,614 shares
    Change vs previous 13F +8,845 shares

    <0.01% of the 13F portfolio, value $2,339,376.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 108,769 shares
    Change vs previous 13F +10,914 shares

    <0.01% of the 13F portfolio, value $1,845,812.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 97,855 shares
    Change vs previous 13F -10,083 shares

    <0.01% of the 13F portfolio, value $1,552,001.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 107,938 shares
    Change vs previous 13F +81,739 shares

    <0.01% of the 13F portfolio, value $1,715,524.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 26,199 shares
    Change vs previous 13F +13,817 shares

    <0.01% of the 13F portfolio, value $359,092.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,382 shares
    Change vs previous 13F -19,348 shares

    <0.01% of the 13F portfolio, value $168,768.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 31,730 shares
    Change vs previous 13F +6,790 shares

    <0.01% of the 13F portfolio, value $371,873.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,940 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $253,876.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).